How to delete a Lead in CRM?

To delete a lead from ToolsonCloud Sales CRM, follow these steps:

  • Login to ToolsonCloud CRM with your credentials
  • Navigate to Leads listing page by clicking on “Leads” from the top navigation bar.
  • In the leads list page, you should be able to locate a button with three dots on the right end of each lead’s row. This is the Option button.
  • Click on the option button to view various available options for the selected lead.
  • Click on the “Delete” option from the option menu in order to delete the lead.

There is no special permission required for delete privileges for leads. All users “Admin” as well as normal users can use this functionality.

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